MondegarAI
WESTPAC BANKING CORP (WBKCY, WEBNF)

Q1 2026 · 13F-HR

WESTPAC BANKING CORP (WBKCY, WEBNF)holdings as filed

Filed 2026-05-12 · accession 0001104659-26-058835

$1.44B
Reported value
495
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · WESTPAC BANKING CORP (WBKCY, WEBNF) · Q1 2026

AI · grounded in 13F

WESTPAC BANKING CORP established a new position in FTV valued at $5.3M. The fund also accumulated shares in FITB by 3,114.89% and DG by 337.57%. Conversely, the fund trimmed several holdings, including AMZN by 11.13% and META by 8.81%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$115.4M8.02%661,725CommonSOLE
037833100AAPLAPPLE INC$92.6M6.44%365,000CommonSOLE
594918104MSFTMICROSOFT CORP$73.8M5.13%199,442CommonSOLE
02079K305GOOGLALPHABET INC$72.1M5.01%250,640CommonSOLE
023135106AMZNAMAZON COM INC$45.5M3.16%218,364CommonSOLE
11135F101AVGOBROADCOM INC$37.3M2.60%120,641CommonSOLE
30303M102METAMETA PLATFORMS INC$27.3M1.90%47,762CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$25.5M1.77%86,654CommonSOLE
172967424CCITIGROUP INC$21.6M1.50%190,503CommonSOLE
88160R101TSLATESLA INC$15.7M1.09%42,280CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$14.9M1.04%17,665CommonSOLE
482480100KLACKLA CORP$13.9M0.97%9,452CommonSOLE
95040Q104WELLWELLTOWER INC$13.7M0.95%69,410CommonSOLE
17275R102CSCOCISCO SYS INC$13.4M0.93%173,034CommonSOLE
29444U700EQIXEQUINIX INC$13.3M0.92%13,532CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$13.3M0.92%26,546CommonSOLE
532457108LLYELI LILLY & CO$12.6M0.88%13,703CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$11.7M0.81%192,545CommonSOLE
02079K107GOOGALPHABET INC$11.6M0.81%40,498CommonSOLE
375558103GILDGILEAD SCIENCES INC$11.2M0.78%80,033CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$10.8M0.75%2,566CommonSOLE
478160104JNJJOHNSON & JOHNSON$10.6M0.74%43,274CommonSOLE
92826C839VVISA INC$10.3M0.71%33,986CommonSOLE
12572Q105CMECME GROUP INC$9.9M0.69%33,561CommonSOLE
461202103INTUINTUIT$9.6M0.66%22,102CommonSOLE
031162100AMGNAMGEN INC$9.3M0.65%26,411CommonSOLE
032095101APHAMPHENOL CORP$9.2M0.64%72,629CommonSOLE
040413205ANETARISTA NETWORKS INC$9.1M0.63%74,135CommonSOLE
907818108UNPUNION PAC CORP$8.9M0.62%36,794CommonSOLE
74340W103PLDPROLOGIS INC.$8.9M0.62%67,020CommonSOLE
651639106NEMNEWMONT CORP$8.4M0.59%77,905CommonSOLE
64110L106NFLXNETFLIX INC.$8.4M0.58%87,384CommonSOLE
58155Q103MCKMCKESSON CORP$8.3M0.58%9,615CommonSOLE
92276F100VTRVENTAS INC$8.2M0.57%99,846CommonSOLE
00724F101ADBEADOBE INC$8.1M0.56%33,386CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$7.9M0.55%23,446CommonSOLE
742718109PGPROCTER & GAMBLE CO$7.4M0.52%51,384CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$7.4M0.52%9,604CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.4M0.51%15,402CommonSOLE
74743L100QQNITY ELECTRONICS INC$7.2M0.50%62,554CommonSOLE
717081103PFEPFIZER INC$7.1M0.49%253,485CommonSOLE
244199105DEDEERE & CO$6.8M0.47%12,033CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$6.7M0.47%29,141CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$6.7M0.47%56,617CommonSOLE
902973304USBUS BANCORP$6.7M0.46%128,101CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$6.6M0.46%25,388CommonSOLE
30040W108ESEVERSOURCE ENERGY$6.5M0.45%93,977CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$6.5M0.45%39,626CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$6.4M0.44%48,456CommonSOLE
747525103QCOMQUALCOMM INC$6.3M0.44%49,086CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$6.3M0.44%22,574CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$6.2M0.43%30,673CommonSOLE
278642103EBAYEBAY INC.$6.2M0.43%68,350CommonSOLE
65339F101NEENEXTERA ENERGY INC$6.1M0.42%65,399CommonSOLE
001055102AFLAFLAC INC$6.0M0.42%54,599CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$5.9M0.41%69,337CommonSOLE
40412C101HCAHCA HEALTHCARE INC$5.8M0.40%12,252CommonSOLE
03073E105CORCENCORA INC$5.7M0.40%18,230CommonSOLE
35137L105FOXAFOX CORP$5.7M0.40%97,442CommonSOLE
857477103STTSTATE STR CORP$5.6M0.39%44,295CommonSOLE
958102105WDCWESTERN DIGITAL CORP$5.6M0.39%20,720CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$5.6M0.39%22,309CommonSOLE
925652109VICIVICI PPTYS INC$5.4M0.38%198,986CommonSOLE
191216100KOCOCA COLA CO$5.4M0.38%71,371CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$5.3M0.37%78,523CommonSOLE
34959J108FTVFORTIVE CORP$5.3M0.37%95,884CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$5.3M0.37%32,338CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$5.2M0.36%25,634CommonSOLE
540424108LLOEWS CORP$5.2M0.36%48,561CommonSOLE
90384S303ULTAULTA BEAUTY INC$5.2M0.36%9,914CommonSOLE
29476L107EQREQUITY RESIDENTIAL$5.1M0.36%86,657CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5.1M0.35%14,957CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$5.0M0.35%31,062CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$5.0M0.35%110,011CommonSOLE
931142103WMTWALMART INC$5.0M0.35%40,487CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$5.0M0.35%18,548CommonSOLE
761152107RMDRESMED INC$5.0M0.35%22,300CommonSOLE
833034101SNASNAP ON INC$5.0M0.35%13,739CommonSOLE
256677105DGDOLLAR GEN CORP$5.0M0.34%41,788CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$4.8M0.33%78,506CommonSOLE
260003108DOVDOVER CORP$4.8M0.33%22,919CommonSOLE
12504L109CBRECBRE GROUP INC$4.8M0.33%35,235CommonSOLE
443201108HWMHOWMET AEROSPACE INC$4.6M0.32%20,013CommonSOLE
758849103REGREGENCY CTRS CORP$4.6M0.32%60,867CommonSOLE
64110D104NTAPNETAPP INC$4.5M0.32%44,345CommonSOLE
988498101YUMYUM BRANDS INC$4.4M0.30%28,142CommonSOLE
316773100FITBFIFTH THIRD BANCORP$4.3M0.30%92,846CommonSOLE
58933Y105MRKMERCK & CO INC$4.3M0.30%35,819CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$4.3M0.30%47,629CommonSOLE
369604301GEGE AEROSPACE$4.3M0.30%15,067CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$4.3M0.30%27,111CommonSOLE
512807306LRCXLAM RESEARCH CORP$4.3M0.30%19,945CommonSOLE
149123101CATCATERPILLAR INC$4.2M0.29%5,928CommonSOLE
253868103DLRDIGITAL RLTY TR INC$4.1M0.28%22,638CommonSOLE
060505104BACBANK AMERICA CORP$4.1M0.28%83,497CommonSOLE
501044101KRKROGER CO$4.0M0.28%55,471CommonSOLE
171779309CIENCIENA CORP$4.0M0.28%10,338CommonSOLE
55354G100MSCIMSCI INC$4.0M0.28%7,396CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$3.8M0.26%70,625CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$3.8M0.26%6,262CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$3.6M0.25%127,413CommonSOLE
458140100INTCINTEL CORP$3.5M0.25%80,230CommonSOLE
863667101SYKSTRYKER CORPORATION$3.5M0.24%10,533CommonSOLE
03027X100AMTAMERICAN TOWER CORP$3.4M0.24%19,786CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.4M0.23%38,870CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.4M0.23%105,019CommonSOLE
55024U109LITELUMENTUM HLDGS INC$3.3M0.23%4,685CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.3M0.23%19,263CommonSOLE
62944T105NVRNVR INC$3.2M0.23%492CommonSOLE
23128Q101CURBCURBLINE PPTYS CORP$3.0M0.21%116,447CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$3.0M0.21%9,781CommonSOLE
281020107EIXEDISON INTL$2.9M0.20%39,753CommonSOLE
297178105ESSESSEX PPTY TR INC$2.9M0.20%11,952CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$2.9M0.20%15,460CommonSOLE
370334104GISGENERAL MILLS INC$2.7M0.19%72,286CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$2.7M0.19%138,460CommonSOLE
277276101EGPEASTGROUP PPTYS INC$2.6M0.18%14,110CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$2.6M0.18%276,676CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$2.6M0.18%13,122CommonSOLE
871829107SYYSYSCO CORP$2.6M0.18%35,929CommonSOLE
254687106DISDISNEY WALT CO$2.6M0.18%26,514CommonSOLE
H1467J104CBCHUBB LTD SWITZ$2.6M0.18%7,828CommonSOLE
46187W107INVHINVITATION HOMES INC$2.5M0.18%101,834CommonSOLE
19247G107COHRCOHERENT CORP$2.5M0.18%10,610CommonSOLE
37045V100GMGENERAL MTRS CO$2.5M0.17%33,641CommonSOLE
69331C108PCGPG&E CORP$2.5M0.17%142,362CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$2.5M0.17%75,217CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.5M0.17%18,717CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.5M0.17%16,754CommonSOLE
74762E102QUREQUANTA SVCS INC$2.4M0.17%4,462CommonSOLE
22822V101CCICROWN CASTLE INC$2.4M0.17%29,922CommonSOLE
713448108PEPPEPSICO INC$2.4M0.17%15,471CommonSOLE
46284V101IRMIRON MTN INC DEL$2.4M0.17%23,311CommonSOLE
25809K105DASHDOORDASH INC$2.4M0.16%15,704CommonSOLE
00287Y109ABBVABBVIE INC$2.2M0.16%10,267CommonSOLE
146869102CVNACARVANA CO$2.2M0.16%7,101CommonSOLE
68389X105ORCLORACLE CORP$2.2M0.15%14,840CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.2M0.15%13,170CommonSOLE
038222105AMATAPPLIED MATLS INC$2.1M0.15%6,275CommonSOLE
36467J108GLPIGAMING & LEISURE P$2.1M0.15%47,916CommonSOLE
632307104NTRANATERA INC$2.1M0.15%10,514CommonSOLE
816851109SRESEMPRA$2.1M0.14%21,278CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$2.0M0.14%124,453CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.0M0.14%28,333CommonSOLE
892672106TWTRADEWEB MKTS INC$2.0M0.14%17,085CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2.0M0.14%9,464CommonSOLE
29472R108ELSEQUITY LIFESTYLE PROPERTIES$1.9M0.13%30,978CommonSOLE
291011104EMREMERSON ELEC CO$1.9M0.13%14,424CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.9M0.13%9,058CommonSOLE
617446448MSMORGAN STANLEY$1.9M0.13%11,263CommonSOLE
30161N101EXCEXELON CORP$1.8M0.13%36,870CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$1.8M0.13%38,218CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.8M0.12%18,772CommonSOLE
30034W106EVRGEVERGY INC$1.7M0.12%21,332CommonSOLE
92343E102VRSNVERISIGN INC$1.7M0.12%6,809CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.7M0.12%4,325CommonSOLE
743315103PGRPROGRESSIVE CORP$1.7M0.12%8,470CommonSOLE
008492100ADCAGREE RLTY CORP$1.6M0.11%21,333CommonSOLE
03831W108APPAPPLOVIN CORP$1.6M0.11%4,035CommonSOLE
92840M102VSTVISTRA CORP$1.6M0.11%10,626CommonSOLE
695156109PKGPACKAGING CORP AMER$1.6M0.11%7,497CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$1.6M0.11%9,236CommonSOLE
580135101MCDMCDONALDS CORP$1.6M0.11%5,103CommonSOLE
437076102HDHOME DEPOT INC$1.6M0.11%4,757CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.6M0.11%3,647CommonSOLE
546347105LPXLOUISIANA PAC CORP$1.5M0.11%21,279CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.5M0.11%13,621CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.5M0.11%3,115CommonSOLE
36828A101GEVGE VERNOVA INC$1.5M0.11%1,742CommonSOLE
949746101WMT2WELLS FARGO & CO$1.5M0.10%18,888CommonSOLE
018802108LNTALLIANT ENERGY CORP$1.5M0.10%20,797CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$1.5M0.10%18,318CommonSOLE
337932107FEFIRSTENERGY CORP$1.5M0.10%29,028CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$1.4M0.10%1,316CommonSOLE
02209S103MOALTRIA GROUP INC$1.4M0.10%21,697CommonSOLE
20825C104COPCONOCOPHILLIPS$1.4M0.10%10,797CommonSOLE
125896100CMSCMS ENERGY CORP$1.4M0.10%18,343CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.4M0.10%4,747CommonSOLE
98389B100XELXCEL ENERGY INC$1.4M0.10%17,374CommonSOLE
032654105ADIANALOG DEVICES INC$1.4M0.09%4,265CommonSOLE
15135B101CNCCENTENE CORP DEL$1.4M0.09%41,251CommonSOLE
759916109RGENREPLIGEN CORP$1.3M0.09%11,410CommonSOLE
704326107PAYXPAYCHEX INC$1.3M0.09%14,295CommonSOLE
222795502CUZCOUSINS PPTYS INC$1.3M0.09%58,243CommonSOLE
25746U109DDOMINION ENERGY INC$1.3M0.09%20,887CommonSOLE
23804L103DDOGDATADOG INC$1.3M0.09%10,915CommonSOLE
925815102VICRVICOR CORP$1.3M0.09%7,813CommonSOLE
002824100ABTABBOTT LABORATORIES$1.3M0.09%12,234CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.2M0.09%3,151CommonSOLE
79466L302CRMSALESFORCE INC$1.2M0.09%6,574CommonSOLE
902494103TSNTYSON FOODS INC$1.2M0.09%19,100CommonSOLE
00206R102TAT&T INC$1.2M0.08%40,855CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.08%22,631CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.1M0.08%2,529CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.1M0.08%3,721CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$1.1M0.08%12,176CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.1M0.08%5,994CommonSOLE
59156R108METMETLIFE INC$1.1M0.08%15,387CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$1.1M0.08%11,049CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.1M0.07%6,198CommonSOLE
125523100CITHE CIGNA GROUP$1.1M0.07%3,977CommonSOLE
880770102TERTERADYNE INC$1.0M0.07%3,412CommonSOLE
872590104TMUST-MOBILE US INC$1.0M0.07%4,805CommonSOLE
235851102DHRDANAHER CORP DEL$998,4340.07%5,266CommonSOLE
929042109VNOVORNADO RLTY TR$997,6260.07%38,385CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$992,4080.07%1,642CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$981,4840.07%985CommonSOLE
92939U106WECWEC ENERGY GROUP INC$970,6160.07%8,384CommonSOLE
20030N101CMCSACOMCAST CORP NEW$945,1040.07%32,919CommonSOLE
49427F108KRCKILROY REALTY CORP$909,9700.06%32,257CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$906,4800.06%31,475CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$900,2120.06%14,346CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$895,3090.06%2,942CommonSOLE
518439104ELLAUDER ESTEE COS INC$894,1100.06%12,458CommonSOLE
833445109SNOWSNOWFLAKE INC$890,2910.06%5,903CommonSOLE
369550108GDGENERAL DYNAMICS CORP$852,5590.06%2,484CommonSOLE
974155103WINGWINGSTOP INC$836,8380.06%5,400CommonSOLE
471024109JANJANUS LIVING INC$829,6170.06%35,198CommonSOLE
89832Q109TFCTRUIST FINL CORP$813,0250.06%17,686CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$811,2930.06%2,452CommonSOLE
126408103CSXCSX CORP$801,2960.06%19,520CommonSOLE
88146M101TRNOTERRENO RLTY CORP$798,4600.06%13,000CommonSOLE
548661107LOWLOWES COS INC$796,2640.06%3,370CommonSOLE
882508104TXNTEXAS INSTRS INC$789,5670.05%4,067CommonSOLE
22052L104CTVACORTEVA INC$788,1300.05%9,415CommonSOLE
126650100CVSCVS HEALTH CORP$774,0040.05%10,777CommonSOLE
81762P102NOWSERVICENOW INC$770,3250.05%7,368CommonSOLE
855244109SBUXSTARBUCKS CORP$766,0840.05%8,551CommonSOLE
247361702DALDELTA AIR LINES INC$758,9360.05%11,416CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$758,5130.05%24,788CommonSOLE
009066101ABNBAIRBNB INC$756,1640.05%5,988CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$734,2010.05%12,997CommonSOLE
701094104PHPARKER-HANNIFIN CORP$734,0970.05%820CommonSOLE
40434L105HPQHP INC$696,7280.05%36,269CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$696,0120.05%32,193CommonSOLE
075887109BDXBECTON DICKINSON & CO$689,4540.05%4,385CommonSOLE
G3223R108EGEVEREST GROUP LTD$683,1170.05%2,090CommonSOLE
285512109EAELECTRONIC ARTS INC$677,4600.05%3,323CommonSOLE
G0403H108AONAON PLC$675,5790.05%2,093CommonSOLE
278865100ECLECOLAB INC$663,7200.05%2,495CommonSOLE
448579102HHYATT HOTELS CORP$650,0750.05%4,521CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$647,5390.05%7,087CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$646,4990.04%6,527CommonSOLE
N14506104ESTCELASTIC N V$644,2710.04%12,888CommonSOLE
609207105MDLZMONDELEZ INTL INC$640,4950.04%11,112CommonSOLE
48251W104KKRKKR & CO INC$634,1810.04%6,856CommonSOLE
199908104FIXCOMFORT SYS USA INC$632,9560.04%459CommonSOLE
052769106ADSKAUTODESK INC$627,7070.04%2,622CommonSOLE
G87110105FTITECHNIPFMC PLC$627,4930.04%9,077CommonSOLE
94106L109WMWASTE MGMT INC DEL$625,0290.04%2,720CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$624,7990.04%2,177CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$606,9440.04%7,550CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$604,5670.04%3,771CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$599,8400.04%26,355CommonSOLE
31428X106FDXFEDEX CORP$599,4510.04%1,683CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$586,3780.04%2,003CommonSOLE
654106103NKENIKE INC$582,9740.04%11,037CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$582,5860.04%7,742CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$570,8340.04%6,200CommonSOLE
615369105MCOMOODYS CORP$565,8170.04%1,297CommonSOLE
941848103WATWATERS CORP$555,0990.04%1,864CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$546,2170.04%1,704CommonSOLE
98978V103ZTSZOETIS INC$541,4020.04%4,580CommonSOLE
49177J102KVUEKENVUE INC$535,5260.04%31,063CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$534,3440.04%1,923CommonSOLE
744320102PRUPRUDENTIAL FINL INC$526,5490.04%5,390CommonSOLE
718546104PSXPHILLIPS 66$521,0350.04%2,860CommonSOLE
049468101TEAMATLASSIAN CORPORATION$501,0920.03%7,342CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$496,3830.03%4,355CommonSOLE
219350105GLWCORNING INC$487,0450.03%3,582CommonSOLE
N07059210ASMLASML HLDG NV$480,7820.03%364CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$480,0290.03%1,700CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$472,4930.03%4,304CommonSOLE
756109104OREALTY INCOME CORP$469,9850.03%7,682CommonSOLE
020002101ALLALLSTATE CORP$466,3080.03%2,249CommonSOLE
292104106ESRTEMPIRE ST RLTY TR INC$458,6300.03%88,198CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$458,1220.03%1,964CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$436,3670.03%16,573CommonSOLE
88579Y101MMM3M CO$419,2790.03%2,887CommonSOLE
45168D104IDXXIDEXX LABS INC$419,1700.03%746CommonSOLE
16679L109CHWYCHEWY INC$413,1270.03%15,301CommonSOLE
771049103RBLXROBLOX CORP$400,3310.03%7,078CommonSOLE
65249B109NWSANEWS CORP NEW$394,8160.03%15,837CommonSOLE
60937P106MDBMONGODB INC$380,6180.03%1,555CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$379,4990.03%4,739CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$378,2760.03%1,069CommonSOLE
G3922B107GGENPACT LIMITED$378,2740.03%10,155CommonSOLE
166764100CVXCHEVRON CORPORATION$375,1100.03%1,813CommonSOLE
311900104FASTFASTENAL CO$373,7520.03%8,055CommonSOLE
384802104GWWWW GRAINGER INC$369,7850.03%339CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$356,7490.02%1,317CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$352,5640.02%2,435CommonSOLE
58733R102MELIMERCADOLIBRE INC$347,5330.02%201CommonSOLE
443573100HUBSHUBSPOT INC$344,9140.02%1,413CommonSOLE
26875P101EOGEOG RES INC$344,6550.02%2,384CommonSOLE
086516101BBYBEST BUY INC$342,7640.02%5,339CommonSOLE
806857108SLBSLB LIMITED$340,0480.02%6,617CommonSOLE
09062X103BIIBBIOGEN INC$337,8770.02%1,843CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$331,3010.02%3,589CommonSOLE
18915M107NETCLOUDFLARE INC$330,5570.02%1,602CommonSOLE
G8473T100STESTERIS PLC$329,7050.02%1,491CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$329,6840.02%3,251CommonSOLE
89400J107TRUTRANSUNION$329,2760.02%4,759CommonSOLE
550021109LULULULULEMON ATHLETICA INC$320,7440.02%2,095CommonSOLE
053332102AZOAUTOZONE INC$317,5110.02%94CommonSOLE
031100100AMEAMETEK INC$309,9650.02%1,446CommonSOLE
871607107SNPSSYNOPSYS INC$303,7040.02%766CommonSOLE
75513E101RTXRTX CORPORATION$302,6600.02%1,569CommonSOLE
55261F104MTBM & T BK CORP$297,8830.02%1,441CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$297,2200.02%3,856CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$295,9400.02%6,543CommonSOLE
745867101PHMPULTE GROUP INC$295,5540.02%2,513CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$293,1630.02%10,676CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$293,1380.02%2,154CommonSOLE
760759100RSGREPUBLIC SVCS INC$286,6970.02%1,309CommonSOLE
681919106OMCOMNICOM GROUP INC$286,3290.02%3,802CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$285,0310.02%226CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$284,5460.02%1,435CommonSOLE
515098101LSTRLANDSTAR SYS INC$284,3900.02%1,774CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$279,3970.02%2,096CommonSOLE
143658300CCL1EURCARNIVAL CORP$275,7000.02%10,653CommonSOLE
571903202MARMARRIOTT INTL INC NEW$274,7390.02%840CommonSOLE
427866108HSYHERSHEY CO$274,2070.02%1,319CommonSOLE
405024100HAEHAEMONETICS CORP MASS$273,4590.02%4,852CommonSOLE
759509102RSRELIANCE INC$272,9200.02%898CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$269,0800.02%1,357CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$266,2160.02%549CommonSOLE
693718108PCARPACCAR INC$261,7230.02%2,266CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$261,2980.02%383CommonSOLE
87612E106TGTTARGET CORP$260,2160.02%2,147CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$253,8860.02%1,338CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$252,3950.02%3,883CommonSOLE
268150109DTDYNATRACE INC$251,3160.02%6,796CommonSOLE
67059N108NTNXNUTANIX INC$250,9040.02%6,601CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$249,9220.02%3,043CommonSOLE
252131107DXCMDEXCOM INC$249,2530.02%3,969CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$246,6010.02%3,271CommonSOLE
80004C200SNDKSANDISK CORP$245,2410.02%386CommonSOLE
34959E109FTNTFORTINET INC$244,2610.02%2,989CommonSOLE
172908105CTASCINTAS CORP$241,0250.02%1,425CommonSOLE
09260D107BXBLACKSTONE INC$240,0990.02%2,088CommonSOLE
366651107ITGARTNER INC$234,3440.02%1,480CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$233,6900.02%1,079CommonSOLE
127190304CACICACI INTL INC$231,1450.02%425CommonSOLE
91913Y100VLOVALERO ENERGY CORP$225,8310.02%914CommonSOLE
693506107PPGPPG INDS INC$225,3030.02%2,108CommonSOLE
03852U106ARMKARAMARK$223,8210.02%5,521CommonSOLE
136385101CNQCANADIAN NAT RES LTD MED TER$223,7680.02%4,592CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$223,7260.02%923CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$223,5530.02%377CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$222,3280.02%463CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$220,5150.02%2,363CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$218,2350.02%1,268CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$216,8230.02%1,946CommonSOLE
770700102HOODROBINHOOD MKTS INC$216,5630.02%3,125CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$215,8180.02%1,236CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$215,7590.02%1,096CommonSOLE
278768106SATSECHOSTAR CORP$214,1210.01%1,829CommonSOLE
23331A109DHID R HORTON INC$213,6520.01%1,557CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$212,7610.01%1,615CommonSOLE
679295105OKTAOKTA INC$212,5170.01%2,700CommonSOLE
852234103XYZBLOCK INC$212,3750.01%3,529CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$212,1790.01%3,284CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$207,9170.01%2,921CommonSOLE
217204106CPRTCOPART INC$206,7360.01%6,227CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$202,1190.01%485CommonSOLE
631103108NDAQNASDAQ INC$200,5950.01%2,363CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$197,9560.01%2,052CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$197,2180.01%4,043CommonSOLE
136375102CNICANADIAN NATL RY CO$195,4690.01%1,902CommonSOLE
911363109URIUNITED RENTALS INC$190,1540.01%261CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$189,4570.01%1,401CommonSOLE
00191U102EFORASGN INC$189,4470.01%4,894CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$188,9070.01%4,027CommonSOLE
872540109TJXTJX COS INC NEW$183,3360.01%1,148CommonSOLE
922475108VEEVVEEVA SYS INC$180,0520.01%1,025CommonSOLE
46266C105IQVIQVIA HLDGS INC$175,8270.01%1,031CommonSOLE
48268K101KTKT CORP$174,5390.01%8,137CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$172,8550.01%1,727CommonSOLE
G4705A100ICLRICON PLC$171,1910.01%1,547CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$168,4840.01%580CommonSOLE
969457100WMBWILLIAMS COS INC$164,5560.01%2,261CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$161,6630.01%645CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$160,8180.01%1,634CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$156,3360.01%1,729CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$156,0840.01%7,173CommonSOLE
40415F101HDBHDFC BANK LTD$155,0770.01%6,233CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$155,0380.01%785CommonSOLE
37959E102GLGLOBE LIFE INC$154,8960.01%1,113CommonSOLE
337738108FISVFISERV INC$152,5570.01%2,734CommonSOLE
438516106HONHONEYWELL INTL INC$150,3100.01%665CommonSOLE
98980G102ZSZSCALER INC$148,7080.01%1,060CommonSOLE
02005N100ALLYALLY FINL INC$146,9160.01%3,745CommonSOLE
98138H101WDAYWORKDAY INC$143,8210.01%1,107CommonSOLE
579780206MKCMCCORMICK & CO INC$142,5430.01%2,826CommonSOLE
294429105EFXEQUIFAX INC$142,4350.01%791CommonSOLE
842587107SOSOUTHERN CO$142,2700.01%1,474CommonSOLE
617700109MORNMORNINGSTAR INC$140,9880.01%834CommonSOLE
682189105ONON SEMICONDUCTOR CORP$140,3110.01%2,266CommonSOLE
929740108WABWABTEC$137,4510.01%550CommonSOLE
929160109VMCVULCAN MATLS CO$137,2390.01%504CommonSOLE
665859104NTRSNORTHERN TR CORP$136,4990.01%978CommonSOLE
500754106KHCKRAFT HEINZ CO$134,9400.01%6,000CommonSOLE
G7S00T104PNRPENTAIR PLC$132,7560.01%1,524CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$132,6810.01%8,478CommonSOLE
216648501COOCOOPER COS INC$132,6330.01%1,855CommonSOLE
03076C106AMPAMERIPRISE FINL INC$128,8760.01%290CommonSOLE
902653104UDRUDR INC$128,1280.01%3,793CommonSOLE
962166104WYWEYERHAEUSER CO$127,1090.01%5,203CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$124,9500.01%833CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$124,5140.01%443CommonSOLE
231561101CWCURTISS WRIGHT CORP$123,9640.01%182CommonSOLE
860630102SFSTIFEL FINL CORP$122,6330.01%1,659CommonSOLE
526057104LENLENNAR CORP$121,3150.01%1,397CommonSOLE
912008109USFDUS FOODS HLDG CORP$120,1500.01%1,303CommonSOLE
G3265R107APTVAPTIV PLC$116,9370.01%1,684CommonSOLE
67077M108NTRNUTRIEN LTD$116,5860.01%1,545CommonSOLE
69351T106PPLPPL CORP$115,0200.01%3,011CommonSOLE
655663102NDSNNORDSON CORP$112,2770.01%422CommonSOLE
444859102HUMHUMANA INC$103,3410.01%596CommonSOLE
303250104FICOFAIR ISAAC CORP$102,4840.01%96CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$101,9460.01%1,520CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$101,5000.01%479CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$101,4300.01%588CommonSOLE
983793100XPOXPO INC$100,9710.01%519CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$100,5980.01%4,418CommonSOLE
45687V106IRINGERSOLL RAND INC$99,9100.01%1,247CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$95,9340.01%432CommonSOLE
G0176J109ALLEALLEGION PLC$93,1310.01%641CommonSOLE
22160N109CSGPCOSTAR GROUP INC$93,0240.01%2,306CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$93,0110.01%158CommonSOLE
372460105GPCGENUINE PARTS CO$91,2620.01%863CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$90,0220.01%417CommonSOLE
336433107FSLRFIRST SOLAR INC$88,3720.01%448CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$85,5720.01%1,889CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$84,5320.01%2,250CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$83,1400.01%286CommonSOLE
42226A107HQYHEALTHEQUITY INC$82,4000.01%986CommonSOLE
594972408MSTRSTRATEGY INC$81,8690.01%656CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$81,6680.01%405CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$80,4610.01%1,095CommonSOLE
504922105LHLABCORP HOLDINGS INC$79,2430.01%297CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$78,4350.01%1,544CommonSOLE
570535104MKLMARKEL GROUP INC$76,5630.01%40CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$76,0410.01%1,420CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$74,8310.01%959CommonSOLE
670346105NUENUCOR CORP$73,8970.01%437CommonSOLE
302491303FMCFMC CORP$72,3410.01%4,201CommonSOLE
302081104EXLSEXLSERVICE HLDGS INC$70,8880.00%2,328CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$69,3050.00%722CommonSOLE
651229106NWLNEWELL BRANDS INC$68,9090.00%20,090CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$65,5350.00%796CommonSOLE
37940X102GPNGLOBAL PMTS INC$65,2810.00%970CommonSOLE
61945C103MOSMOSAIC CO$65,0760.00%2,552CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$65,0440.00%638CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$62,2370.00%1,669CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$60,3150.00%440CommonSOLE
143130102KMXCARMAX INC$60,2080.00%1,448CommonSOLE
72352L106PINSPINTEREST INC$59,4220.00%3,240CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$58,1610.00%613CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$57,6180.00%294CommonSOLE
88339J105TTDTHE TRADE DESK INC$57,3830.00%2,529CommonSOLE
891092108TTCTORO CO$57,0920.00%611CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$56,2580.00%341CommonSOLE
493267108KEYKEYCORP$55,6590.00%2,776CommonSOLE
668771108GENGEN DIGITAL INC$53,9480.00%2,865CommonSOLE
775711104ROLROLLINS INC$53,5170.00%1,002CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$53,2820.00%733CommonSOLE
231021106CMICUMMINS INC$52,7260.00%98CommonSOLE
26884L109EQTEQT CORP$52,1850.00%820CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$51,5590.00%263CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$50,8540.00%269CommonSOLE
16411R208LNGCHENIERE ENERGY INC$49,9420.00%176CommonSOLE
78467J100SSNCSS&C TECH HLDGS$49,8670.00%738CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$49,4150.00%824CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$49,3930.00%1,891CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$48,2220.00%442CommonSOLE
866966104SUNBSUNBELT RENTALS HOLDINGS INC$47,9180.00%765CommonSOLE
172062101CINFCINCINNATI FINL CORP$46,7330.00%297CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$46,0460.00%511CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$43,7530.00%777CommonSOLE
98419M100XYLXYLEM INC$43,0200.00%360CommonSOLE
345370860FFORD MTR CO$42,1560.00%3,653CommonSOLE
77311W101RKTROCKET COS INC$40,4840.00%2,841CommonSOLE
219948106CPAYCORPAY INC$40,1570.00%138CommonSOLE
460146103IPINTERNATIONAL PAPER CO$37,1820.00%1,058CommonSOLE
12514G108CDWCDW CORP$36,4270.00%301CommonSOLE
35137L204FOXFOX CORP$33,4530.00%630CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$29,1290.00%191CommonSOLE
925283103VSNTVERSANT MEDIA GROUP INC$28,2830.00%764CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$26,9190.00%1,054CommonSOLE
084423102WRBBERKLEY W R CORP$24,7220.00%373CommonSOLE
526057302LEN/BLENNAR CORP$21,0300.00%250CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$4,9800.00%600CommonSOLE
36118L106FUTUFUTU HLDGS LTD$4100.00%3CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.